Member Info for L1onheart

Lest we forget:
- Supercapacitor market growing exponentially
- CPX are not only at the forefront of the technology but now have their production line up and running
- Mobile phone tie up
- 1st Tier Automotive tie up
- IoT also growing exponentially

But, in my opinion, cherry on icing on cake is a settlement with Tesla/Maxwell NOT necessarily because it would be large up front but because a future partnership would be immensely beneficial to both parties. I am in YGEN and there was a dispute with Illumina over us infringing their patent - no clear admission as to who was responsible but ultimately a settlement has seen us go on from there in a partnership agreement with them. With CPX, if Maxwell don’t settle and create an ongoing agreement, they won’t be privy to the huge leaps forward in the tech that CPX have made since the infringement. I mean, the offence was years ago since which time CPX have been making smaller and more powerful supercaps, improving all the time. If, like YGEN, Tesla/Maxwell came to the table with a sensible proposition for the future, CPX would surely take it and it would be beneficial for both. Court cases cost time, money and take management’s eye off the real prize which is being at the forefront of a huge industry.
Stick with this stock - the story is far from over and a 12-24 month view will see you hugely in the money in my opinion. GLA

Another good contract to add to BIRD’s growing list of uses and clients. It hasn’t been particularly obvious just how much BIRD is growing and has grown in the last 12 months. It is in a transformational period with contract after contract building on world leading tech.
Hold on tight - the ride is really beginning to pick up speed now. GLA

YGEN just keep adding opportunities one by one, little by little, until one day we’ll wake up and realise that YGEN is a major player with a huge post-Covid future. Covid has dominated the last year for any medical stock but the core of YGEN is solid and getting stronger. Excellent news.

Both the Italfluid and the mysterious 'Moroccan Gas Offtaker' exclusive periods on negotiations run out in 3 weeks time on March 31st so an announcement is imminent and no one has long to wait to see if Sound is now a realistic hope or a completely dead duck. Sadly it's probably a deceased Donald but who knows - fingers crossed and GLA

....& with ‘deployment on two of the greatest international sporting events taking place in the near future’ is fantastic news! Olympics??

Morning Bakky - you're not their favourite poster over there at the moment matey! However, wiser heads will get out (as I have done) and the others I think will learn a tough lesson - at least in the short term. It's not that MHC couldn't be transformational, it's more that as news is probably 3-4 weeks away, even if good, that the sp will retrace significantly over that period imo and some will get burnt fingers.
Regardless of that, I still don't understand why we at YGEN are such laggards behind all the other plays especially as we are not a one-trick-pony and have much more to offer than just Covid testing. GLA

Hi Bakky, I've split the difference and bought a small 50,000 here in the mid-4's but decided to also top up further in YGEN as it has been lagging behind so long now, that slack must get spotted and taken up soon. Most of these flying Covid stocks use YGEN testing and obviously the Board members are the same so i expect that YGEN won't be cheap for much longer but I've now got a foot in both camps. GLA

What, you mean we haven't heard anything from Steven 'I don't own a single share in UKOG' Sanderson? Surely not!

Delighted to see the market likes the deal! Future prospects are good!! GLA

Dan I am a LTH and a big fan of the tech and future prospects - simply questioning the level of deal required to trigger the $1.0m equity release which is part of the August deal (there are 2 x $1.0m earn outs as part of the deal if you look back at the structure from the August RNS). There was no figure attached at that time to deal size but I had assumed it would need to be bigger than $1.5m over 5 years.
On the plus side, there are only 2 equity earn outs so let’s hurry up and get another deal to end this potential issue and then we can reach fir the stars hopefully!

Not disagreeing with all the ‘foot in the door’ opinions, and this could be good BUT surely there has to be something wrong when the deal that is done to trigger £800,000 worth of shares is only worth a tiny bit more than that. In addition the shares are only protected for 12 months whereas it will take 4 years to achieve the revenue to pay for them. Apart from the potential, in what world is that a good deal?? Let’s hope the US markets really takes off because otherwise this deal does not justify the share earn out. GLA

5m shares @ say 0.16p = £800,000 now and $1.5m revenue over 5 years @ say $1.35/£ = £1.11m or £222,000 pa so it will take 3.5 years just to get the share value back. I don’t call that any kind of deal - in fact, it’s garbage unless the future oncology opportunities really take off.

Referring back to that 2.22m late reported trade, defo a buy imo which was probably worked over 2/3 days in light of BMD’s article last week but only booked last night. That order, in this stock, would take several days to execute and would be way over sp at time of being given to MM to work - remember last week the offer was 16p so 17.11p makes perfect sense for a large Buy order to be executed and also explains why sp has been held down to sweep up Stop/Losses etc to accommodate this order. For me, a massive buy and massive show of faith! GLA

Early L2 indication anyone please

TD - £28k a point is grown up investing! GL!

Late reported 100k at 21.10p looks like a buy and overall, think the buy/sell ratio is far more heavily weighted to buyers than sellers this morning - the LSE trade reporting is notoriously inaccurate especially straight after MM's have raised the sp. GLA

Looking at those late reported trades last night from Tuesday, David Newlands may not yet be quite finished. Either way though, he is an astute, realistic investor who has doubled his investment and so is taking his profit (he doesn’t historically wait for the ‘This ones going to fly !’ moment but rather books his profit when it hits his sell point regardless.
I am quite sure though, looking at the trades since the Jan 4th announcement when he went below the notifiable 3%, that he has either finished his offload or is very close. I have therefore popped in for another 100k @ 12.24 whilst the MM’s have his stock because I strongly feel we’re getting near the ‘when it’s gone it’s gone’ stage. You can look on David Newlands offload as a weight on the sp or you can look on it as a last chance for stock to be available to top up prior to CPX trading in a new range when the sp is squeezed next time there is demand/an announcement. I take the latter view and have bought accordingly. GLA

Onwards and upwards - and with David Newlands surely finished his offload of stock, I do not see a way that MM’s will be able to keep us down now!! GLA

This is why AIM is a farce. When I was a MM, we HAD to deal in market size and, if under enough buying or selling pressure, that would force us to move the price. These days MM’s can sit there and not trade at all - it’s all so wet and heavily skewed against PI’s and the consequence is that you do not have a proper market. Sad but true.

Just as info for those who are unaware and wondering where a Holding RNS is, David Newlands holding went below 3% on 5th January but he still had 13.5m shares. He has continued to sell by the look of the trades going through consistently around this level but there will be no notification as you don’t declare anything if you’re under 3%. I know most peeps are well aware but just saying for any newbies. DN selling May weigh on the sp for a little while but, eventually, his holding will be taken up by us!! GLA